Investment Trust Dividends
Primary Health Properties PLC
(“PHP” or the “Company”)
Notice of Interim Dividend
The Company announces that the second quarterly interim dividend in 2024 of 1.725 pence per ordinary share of 12.5 pence each will be paid as to 1.45 pence by way of a Property Income Distribution (“PID”) and the remainder as an ordinary dividend on 17 May 2024 to shareholders on the register on 2 April 2024.
Daily Express
What does a £150,000 pension pot give?
If someone had a £150,000 pension and they took the 25 percent tax-free cash as a lump sum, they would have £112,500 to spend or save or invest elsewhere.
The estimated annual income would therefore be £4,500 a year or £375 a month before tax, assuming they retired at age 66 and withdrew four percent a year.
TENT General meeting 22 Mar re- wind down.
VPC Awaiting timetable for return of cash
ADIG First return of cash 1st half 2024
LBOW Return of further cash, awaiting news.
Whilst the above will take several years to complete, the portfolio currently has 12 positions it will therefore require 2 new replacements.
Current fcast 8k of dividends.
Current target 9k of dividends.
Current Annuity Rate
Joint life 50%, 3% escalation, no guarantee at age 65 £4,994.00
which will fall as interest rates are cut and u have to surrender your 100k of capital
Primary Health Properties PLC – London-based real estate trust investing in primary healthcare facilities – Chief Executive Officer Designate Mark Davies buys 150,000 shares at 91.1 pence each in London on Tuesday, worth GBP136,650. He previously bought 100,000 shares at 92.40p each on March 6.
Davies was named as CEO in September, and will officially replace current CEO and founder Harry Hyman at the annual general meeting on April 24.
London current stock price: 91.99 pence, up 0.9% on Wednesday
12-month change: down 12%
12-month change: down 55%
The Motley Fool
Zaven Boyrazian, MSc
Warren Buffett is often viewed as one of the most successful investors alive today. After all, he turned a $100,000 lump sum into a $750bn enterprise called Berkshire Hathaway. And the firm is well on its way to breaching $1trn in the coming years.
This exceptional performance took a lifetime. But it demonstrates the power of compounding when left to run. So how did he do it?
For the most part, the ‘Oracle of Omaha’ has focused on value stocks. These are top-notch companies trading significantly below their intrinsic value. In other words, he bought low to sell high. And it’s a tactic I’d follow when looking to build a passive income portfolio.
Buffett and dividends
Investors who have been following Berkshire Hathaway for a while know that shareholders have been asking for a dividend from the firm for many years. After all, there’s around $50bn of cash & equivalents just sitting on the balance sheet as per the latest figures.
Buffett’s argument against paying a dividend is that he believes he can still earn a superior return on this capital in long run. And given his track record, I’m inclined to agree with him. But while he may not like the idea of paying a dividend, he’s certainly not opposed to receiving them.
In fact, some of his best investments have been dividend-paying companies. For example, Coca-Cola joined the Berkshire portfolio back in 1988, and the investment group has been systematically accumulating more shares over time.
The first good component of investing is know what you own, says Jim Cramer
Today, he owns around 400 million shares worth an estimated $22bn. That’s about an 8% stake in the overall business. And when looking at his original cost basis, the dividends from Coke have been steadily rising over the years, resulting in a 50% annual dividend yield.
Needless to say, investing in a company that can systematically increase its dividends every year can be exceptionally lucrative. And it’s the primary tactic I’d deploy to establish a second £500 monthly income stream in the long run.
Building an income portfolio
£500 a month translates into £6,000 a year. And assuming I can lock in a 5% total yield, that means I’d need to build a portfolio worth around £120,000. That’s obviously not pocket change. But by consistently investing a sizable sum, like £500 each month, it’s more than possible to reach this goal in the long run.
However, the waiting time could be significantly reduced if I’m able to identify another Coca-Cola stock. This is obviously far easier said than done. But it’s not impossible. So what traits should I be on the lookout for?
The most important factor, in my opinion, is free cash flow. Don’t forget dividends are funded by the excess earnings of a business. So a company that’s producing far more money than it needs to continue growing is likely an excellent candidate. Even more so if the company is offering goods or services that aren’t likely to diminish in demand for decades to come.
Having said all that, it’s important to realise even dividend investing carries risk. Top-notch enterprises can eventually be disrupted. And recent volatility has perfectly demonstrated how a changing macroeconomic economic landscape can throw a spanner in the works.
Nevertheless, Buffett has shown that prudent investing, paired with diversification and patience, can still yield incredible long-term returns.
££££££££££££££
Current blog portfolio blended yield 9%.
Compounded at 7% for nine years 19.5%.
Whilst still early days a ‘pension’ of 19.5%, which would allow
after drawdown some cash for re-investment to grow the Snowball.
One certain fact, the chart is not a buy.
No guarantee but unless something unexpected the dividends look ‘safe’.
Stick to your plan until it sticks to you.
by Ben McPoland
Getting started
I find it amazing that anyone can start investing quite modest sums every month and work their way to a million pounds in around three decades.
This would entail investing £125 a week (or £6,504 a year) and securing an annualised 8.5% return.
We can see how the large the compound returns start to become over time. Indeed, this £1m would double in around another seven years, if allowed to continue compounding without interruption.
This is the real power of compound interest, and it explains why Warren Buffett has generated over 90% of his wealth since he turned 65.
Unpredictable
Now, there are a couple of assumptions and caveats here. The first concerns the 8.5% return. I’ve used that because it’s the long-term average return of the FTSE 100 (7%) and S&P 500 (around 10%) combined together.
I believe investing in both indexes would give me better diversification. But there’s no guarantee that they’ll produce such an average return over the next 30 years. It could well be less (or more).
Second, both of these figures are total returns, with dividends reinvested. The easiest way to emulate this is through a low-cost index tracker that reinvests dividends back into the fund (known as accumulating) rather than paying them out (known as distributing).
Finally, the annual returns from the stock market are highly unpredictable and non-linear. For example, the FTSE 100 went up 12% in 2019, before declining 14% the next year. Then it rose 14% in 2021. Last year, it basically ended flat.
Thursday 21 March
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